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Pacific Point Advisors, LLC: RMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Point Advisors, LLC on RMD, newest first. How the timeline and the estimate are built.

Pacific Point Advisors, LLC held 1,515 RMD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,515 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $295,243.

    13F-HR 0001951757-26-001050 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,526 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $342,570.

    13F-HR 0001951757-26-000771 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,515 shares
    Change vs previous 13F -4,726 shares

    0.2% of the 13F portfolio, value $364,933.

    13F-HR 0001951757-26-000256 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,241 shares
    Change vs previous 13F +21 shares

    1% of the 13F portfolio, value $1,708,226.

    13F-HR 0001951757-25-001303 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,220 shares
    Change vs previous 13F +341 shares

    0.87% of the 13F portfolio, value $1,604,807.

    13F-HR 0001951757-25-000892 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,879 shares
    Change vs previous 13F +573 shares

    0.73% of the 13F portfolio, value $1,316,043.

    13F-HR 0001951757-25-000477 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,306 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,275,912.

    13F-HR 0001951757-25-000271 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).